Filed January 5, 2022 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $311,575 | $54,350+473.3% | $82,719+276.7% | $68,494+354.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -8.15% | -13.67%+5.5pp | 701.18%-709.3pp | -7.84%-0.3pp |
| Employer contribution / active EE | $11,856 | $2,218+434.5% | $3,009+294.0% | $2,596+356.6% |
| Participant deferral / active EE | $8,708 | $3,246+168.3% | $4,395+98.1% | $4,027+116.2% |
| Admin fee / account holder | $57,063 | $4,395+1198.2% | $5,329+970.8% | $5,403+956.2% |